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JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #757 out of 788,174 TipRanks' Investors
Success Rate
76%
95 out of 125
profitable transactions
Average Return
202.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.04%
6-Month Return▲ 91.50%
12-Month Return▲ 109.75%
YTD Return▲ 22.27%
Total Return▲ 137.87%

Best Trade

Opened at
Closed at-
Gain▲ 1589.51%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

28.51%0-28.51%
▲ 8.13%
▲ 1.21%
▲ 5.70%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 10.99%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.93%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 28.51%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 3.13%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 9.44%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 11.73%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.70%
▼ 13.14%▲ 2.34%▲ 5.15%
▲ 2.93%▲ 2.10%▲ 10.99%
▲ 9.99%▼ 0.89%▲ 4.93%
▲ 26.03%▲ 5.96%▲ 28.51%
▲ 5.97%▼ 2.41%▲ 3.13%
▲ 5.25%▲ 2.69%▲ 9.44%
▼ 9.08%▲ 1.42%▲ 11.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Index Trust Small-Cap Index Fund Instl Shares
14.93%
▲ 27.25%
34
Buy
Jan 21, 2025
Palantir Technologies
58.78%
▲ 750.35%
30
Buy
Jan 21, 2025
New Perspective Fund, Class A Shares
2.54%
▲ 21.30%
8
Sell
Sep 07, 2024
The Growth Fund of America Class A Shares
2.74%
▲ 37.71%
7
Buy
Sep 07, 2024
IonQ
5.43%
▲ 595.77%
2
Buy
Sep 06, 2024
Nvidia
0.87%
▲ 36.28%
1
Open
Sep 06, 2024
Nike
0.28%
▼ 3.73%
1
Open
Sep 06, 2024
Dollar Tree
0.33%
▲ 14.72%
1
Open
Sep 06, 2024
VF
0.82%
▲ 55.20%
4
Buy
Jul 01, 2024
Flagstar Financial
0.09%
▲ 0.93%
3
Buy
Jul 01, 2024
Target
0.49%
▼ 11.71%
4
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Vale SA
0.57%
▼ 20.75%
5
Buy
May 18, 2024
Intel
0.52%
▼ 12.16%
3
Buy
May 18, 2024
Pfizer
0.7%
▲ 1.64%
1
Open
Jan 31, 2024
ARK Israel Innovative Technology ETF
0.07%
▲ 10.03%
2
Buy
Jan 21, 2023
Amazon
2.51%
▲ 145.47%
2
Buy
Dec 23, 2022
Alphabet Class A
1.23%
▲ 106.78%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022
Tenneco Automotive
▲ 77.53%
3
Close
Nov 28, 2022